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This chapter is from the book

This chapter is from the book

Adobe Acrobat 9 How-Tos: 125 Essential TechniquesAdobe Acrobat 9 How-Tos: 125 Essential Techniques

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This chapter is from the book

This chapter is from the book

Adobe Acrobat 9 How-Tos: 125 Essential TechniquesAdobe Acrobat 9 How-Tos: 125 Essential Techniques

Learn More Buy

#30 Managing and Distributing a Portfolio

The portfolio is a PDF file, and Acrobat offers some portfolio-specific commands. Here are a few:

  • From the Home mode, click Modify on the Portfolio toolbar and choose Secure Portfolio from the pop-up menu—or choose File > Modify PDF Portfolio > Secure Portfolio on the program menu—to specify restrictions and set a password. (See #119 for more information.)

    Managing Forms Using a Portfolio

    One super feature in Acrobat 9 is the ability to use a portfolio for handling forms. Once a form is designed and distributed, forms results can be compiled and stored in a portfolio. See #94, "Handling Form Returns." Aggregating the form data can be handled by both Acrobat 9 Standard and Pro versions.

  • From the Home mode, choose File > Export > Export Multiple Files to extract the component files of your portfolio in a selected file format. In the Export Multiple Files dialog, click Add Files > Add Open Files to specify the portfolio and click OK. In the Output Options dialog, select a target folder, specify a naming system, and choose an export format. Click OK to process the files. (See #34, "Exporting PDF Documents in Other Formats.")
  • From any viewing mode, choose File > Portfolio Properties to open the Document Properties dialog, where you can add descriptions, specify security, and so on. (See #31, "Finding Information about Your Document.")

    How Reader Gets In on the Act

    You can update files in a PDF portfolio using Adobe Reader if the file is Reader-enabled. In a portfolio, each file must be enabled separately—there isn't an overriding command to apply to all the portfolio contents. See #79 for details on enabled files.

  • From any viewing mode, select an imported movie file, and choose Modify > Convert to Flash Movie to change the file's format. (See #96, "Inserting SWF in a PDF File.")

Sometimes a portfolio can become very large, and it's not always easy to keep track of your content. Fortunately, Acrobat offers a customized search feature for Portfolio that lets you search everything in your portfolio, including the information listed in Details mode, and in non-PDF files.

To search the files in a portfolio, follow these steps:

  1. Type the terms in the Search field and click Search ch04-search.jpg.
    • You can set some criteria from the pop-up menu, including Whole Words Only and Case Sensitive. The Search Entire Portfolio option is selected by default, and can't be deselected.
  2. Review the returns shown in the Search Results dialog (Figure 30).
    Figure 30

    Figure 30 Search returns are listed and highlighted in the portfolio's files.

  3. Click a return to read the file's details. If you are in Details mode, the file is highlighted in the list; if you are in Preview mode, the result is highlighted on the page, as you see in Figure 30.
  4. Click Previous ch01-findprevious.jpg or Next ch01-findnext.jpg to review the results.
  5. Close the Search Results pane when you have finished.

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